Institutional Ownership Schwab Strategic Tr Us Small C (SCHA)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Small C (SCHA). We have compiled data on the 1,165 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $5.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
126,452
shares
|
$3.38 Million
0.02% of portfolio
|
Q4 2024
Added 178.61%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
125,382
shares
|
$3.35 Million
0.42% of portfolio
|
Q4 2022
Reduced 11.73%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
125,378
shares
|
$3.35 Million
0.08% of portfolio
|
Q4 2024
Added 127.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
123,414
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 41.74%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
121,338
shares
|
$3.24 Million
0.05% of portfolio
|
Q4 2024
Added 113.15%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
120,247
shares
|
$3.21 Million
0.55% of portfolio
|
Q4 2024
Added 105.24%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
118,919
shares
|
$3.18 Million
0.18% of portfolio
|
Q4 2024
Added 86.19%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
118,296
shares
|
$3.16 Million
0.4% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
118,271
shares
|
$3.16 Million
1.34% of portfolio
|
Q4 2024
Added 98.92%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
118,178
shares
|
$3.16 Million
1.12% of portfolio
|
Q4 2024
Added 114.69%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
117,765
shares
|
$3.15 Million
0.03% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
116,663
shares
|
$3.12 Million
2.41% of portfolio
|
Q3 2024
Added 107.91%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
116,641
shares
|
$3.12 Million
1.04% of portfolio
|
Q4 2024
Added 110.51%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
116,541
shares
|
$3.11 Million
2.05% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
116,373
shares
|
$3.11 Million
0.75% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
115,564
shares
|
$3.09 Million
0.45% of portfolio
|
Q4 2024
Added 98.92%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
115,201
shares
|
$3.08 Million
0.55% of portfolio
|
Q3 2022
Reduced 1.89%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
113,117
shares
|
$3.02 Million
0.15% of portfolio
|
Q4 2024
Added 102.21%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
112,778
shares
|
$3.01 Million
0.66% of portfolio
|
Q4 2024
Added 98.27%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
111,396
shares
|
$2.98 Million
0.65% of portfolio
|
Q4 2024
Added 100.72%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
111,081
shares
|
$2.97 Million
0.06% of portfolio
|
Q4 2024
Added 79.78%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
110,686
shares
|
$2.96 Million
0.25% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
110,379
shares
|
$2.95 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
109,898
shares
|
$2.94 Million
0.04% of portfolio
|
Q4 2024
Added 99.78%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
109,536
shares
|
$2.93 Million
0.95% of portfolio
|
Q4 2024
Added 97.24%
|